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Join Our Team

Build Independence With A Team That Has Your Back

We’re building on five decades of trusted relationships—and there’s room for the next generation. Whether you’re an established financial professional or newly credentialed, Harp Financial offers an independent platform, a collaborative culture, and the mentorship to help you serve clients well and put their needs first.

Exit Your Business And Protect Your Legacy

Exit Your Business And Protect Your Legacy

When it’s time to step back, we offer a trusted succession path where your clients are personally cared for by our team. You’ll receive fair value for your book, clear communication throughout, and the confidence that your legacy will continue through advisors who share your values and philosophy.

Let’s Do Something Great Together

Now that our paths have crossed, take the next step to start your adventure at Harp
Financial Group. Let’s talk about how we can grow, serve, and build something lasting—together.

Tell Us About Yourself
Grow Your Practice Without The Pressure

Grow Your Practice Without The Pressure

We believe in supporting growth that lasts, personally, professionally, and for your clients. Advisors here gain the autonomy to run their practice their way, with the support and resources of a seasoned team behind them. No quotas. No micromanagement. Just a clear path forward and the tools to thrive.

Financial Professionals We Welcome

Whether you’re experienced, independent, or newly credentialed and just beginning your career, there’s a place for you here at Harp Financial Group.

New Advisors

Experienced Advisors

Independent Advisors

Exiting & Transitioning Advisors

Multigenerational Care To Enrich Your Practice

Multigenerational Care To Enrich Your Practice

For over 50 years, our work has been defined by family, continuity, and care. That spirit drives how we welcome new advisors today—pairing fresh perspectives with seasoned insight to strengthen the relationships clients rely on. Here, you don’t just join a team, you become part of a legacy built to last.

Comprehensive Practice Management Support

We give advisors the tools, technology, and team to serve clients efficiently, without losing the personal touch. Through our relationship with Cetera, we provide robust back-office and growth resources while keeping you independent.

  • Gain access to professionally designed marketing materials, guidance, and brand resources that make it easier to reach new clients and grow your business.

  • Integrated digital tools like AdviceWorks and Asset-Map help clients visualize goals and help you streamline planning.

  • Engage with one-on-one coaching and business strategy resources to help you grow sustainably and strategically.

  • Get guidance and support for compliance, operations, and administrative duties that free up your time to focus on clients.

  • Plug into established, guided processes that make first impressions seamless for you and your clients alike.

What To Expect

Discover how our structured approach helps bring simplicity and clarity to every stage of your financial journey.

Learn About Our Firm

Who We Serve

From medical professionals to families and retirees, we meet you where you are—and help you enjoy life’s adventures.

See How We Can Help

Contact Our Team

Have questions about your retirement, investments, or financial plan? We’re here to help.

Get In Touch With Us